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Invoice Creation SOP

Invoice

This Creationpage SOP

Crownedcovers Creditthe –step-by-step Invoiceprocess Creationfor SOP
Ensurecreating invoices in GoHighLevel (GHL) — ensuring all invoices are createdaccurate, accurately,consistently consistently,formatted, and inready accordancefor withpayment companyprocessing. billing standards.

1. Objective

Ensure all invoices are created accurately, consistently, and in accordance with company billing standards.

2. Scope

All team members responsible for:

    Creating new invoices Inputting correct client and plan details Ensuring invoices are ready for payment processing

    3.2. Accessing Invoice Creation

    📍 Navigation: GHL → Payments → Invoices & Estimates → + New Invoice (top right)

    4.3. Creating a New Invoice

      Step 1: Add Customer Information

        Click Select Customer Search using client's email address Select the correct client

        Step 2: Plans and Pricing

          Ensure Plan and Pricing details are correct Products with pricing are already set upNo — no changes typically required

          Step 3: Review Invoice Preview

          Check the right-side preview panel for:

          • Check Detail ✅ Correct client name
          Matches client record in GHL ✅ Correct planMatches selected service tier ✅ Correct total amountMatches agreed pricing — monthly, not upfront ✅ Due date accuracyMatches client's billing date ✅ Delivery methodEmail only — NOT email & text

          Step 4: Save or Send

          Action When to Use SaveIf invoiceInvoice is not ready to be sent yet SendTo deliverDeliver the invoice to client's email immediately

          5.4. Important Reminders

          ⚠️ Always double-check before sending:
            Client email and phone number are correct Plan and pricing are accurate Delivery set to email only — NOT email & text Amount reflects the monthly amount, not the upfront/setup fee
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